UK markets open in 4 hours 33 minutes

Ivy Small Cap Growth I (IYSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
20.76-0.28 (-1.33%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.43%
5-year average return5.49%
Number of years up11
Number of years down5
Best 1-yr total return (13 Jun 2024)43.77%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return43.77%
Worst 3-yr total return-4.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIYSIXCategory
YTD7.31%12.40%
1-month2.67%3.37%
3-month-2.18%4.88%
1-year18.26%55.69%
3-year-4.65%19.34%
5-year6.59%20.72%
10-year8.76%13.98%
Last bull market32.30%27.85%
Last bear market-21.68%-24.06%

Annual total return (%) history

Year
IYSIXCategory
2024
N/AN/A
2023
13.59%N/A
2022
-27.42%N/A
2021
4.33%N/A
2020
39.04%38.62%
2019
24.27%27.68%
2018
-3.79%-5.76%
2017
24.03%21.50%
2016
13.83%11.20%
2015
-1.81%-2.41%
2014
3.54%2.44%
2013
41.36%40.91%
2012
15.63%13.15%
2011
-4.72%-3.55%
2010
36.08%26.98%
2009
43.77%35.46%
2008
-37.51%-41.55%
2007
N/A7.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.04%N/AN/AN/A
20238.51%3.76%-5.86%7.17%
2022-7.70%-21.68%-0.44%0.84%
20214.53%5.55%-3.31%-2.21%
2020-21.43%27.98%8.91%26.97%
201917.62%5.16%-7.91%9.10%
20184.64%7.18%7.16%-19.95%
20177.23%5.60%3.84%5.49%
2016-1.59%5.12%5.38%4.43%
20155.71%0.70%-10.60%3.17%
20140.96%0.81%-7.73%10.27%
201314.37%2.44%11.81%7.91%
201213.88%-1.88%4.62%-1.08%
201110.20%0.90%-22.07%9.96%
201010.51%-5.18%14.04%13.86%
2009-1.81%18.60%17.45%5.13%
2008-12.20%1.53%-9.32%-22.70%
20073.94%-5.28%N/AN/A

Rank in category (by total return)

YTD26
1-month85
3-month78
1-year49
3-year68
5-year82

Load adjusted returns

1-year18.26%
3-year-4.65%
5-year6.59%
10-year8.76%